📌 Note: This feature must be enabled by the account owner. Contact TELUS CHR support for more information.

Incoming referral statuses can be configured to suit the needs of your clinic. You can filter the Referrals list by status.

You can create actions for every incoming referral status. Each action that is assigned to a status must be marked as complete in order to save the referral.

📌 Note: There are four statuses that are preloaded by default to your clinic domain: Requested, Triaged, Accepted and Rejected.

Steps

  1. From the main menu, click Settings > Referral > Statuses tab.

  2. Under Incoming Status, click +Add Status .
    A New Status window appears.

  3. Select and Icon and Colour.

  4. Type the status name in the Name field.

  5. Select the required action(s) for the specific status that must be completed before a referral can be saved.

Field

Description

Register the patient (Incoming only)

Prompts you to add the referred patient to your database.

📌 Note: If the patient already exists in your database, the action is automatically marked as done.

Require to select a waiting List

Prompts you to allocate the referral to a clinic specific waiting list. See Creating referral waitlists.

💡 Tip: If you select the incorrect waiting list, you can change it once the action as been marked as complete.

Book an appointment

Prompts you to book an appointment with a clinic provider.

Send waitlisted letter (Incoming only)

Prompts you to send a waitlisted letter to the ordering provider.

💡 Tip: You can assign a letter template to be used for the waitlisted letter. For more details, see Assigning letter templates to incoming referral statuses (actions).

Send acceptance letter (Incoming only)

Prompts you to send a letter to the referring provider indicating you have accepted the referral.

💡 Tip: You can assign a letter template to be used for the acceptance letter. For more details, see Assigning letter templates to incoming referral statuses (actions).

Send rejection letter (Incoming only)

Prompts you to send a letter to the referring provider indicating you have rejected the referral.

💡 Tip: You can assign a letter template to be used for the rejection letter. For more details, see Assigning letter templates to incoming referral statuses (actions).

Notify Patient - Referral Request Accepted

Prompts you to send a customisable notification to the patient, that you accepted the referral.

📌 Note: You can customise the specific notification. See Customising Patient Referral Notifications.

Notify Patient - Referral Request Received

Prompts you to send a customisable notification to the patient, that you to received the referral.

📌 Note: You can customise the specific notification. See Customising Patient Referral Notifications.

Notify Patient - Referral Request Rejected

Prompts you to send a customisable notification to the patient that you rejected the referral.

📌 Note: You can customise the specific notification. See Customising Patient Referral Notifications.

Send referral form (Incoming only)

Send a form to the ordering provider to complete.

Example: you want the patient to go for certain X-Rays before the consultation.

See Sending forms to ordering providers.

Send online booking invitation to patient (Incoming only)

Gives the patient the option to book an appointment online, based on the provider's calendar availability for eBooking.

Send patient app invitation

Prompts you to send the referred patient an invitation to use the patient app (UpPatient).

📌 Note: For you to see this action, the patient app has to be configured for your CHR domain. See Overview of the TELUS CHR patient app.

💡 Tip: You can resend the invitation from the same referral window.

For more details, see Enabling patient app invite to be sent when an incoming referral is set to a certain status.

Archive this record

Removes the referral from the Referrals list.

📌 Note: The referral will still be visible in the patient's chart, under Referrals.

9. Click Save.

💡 Tips:

  • You can edit existing incoming statuses by clicking the status and adjusting the icon, colour, name and/or the required action(s).

  • You can set a referral status as default. If your clinic uses one status most of the time when creating a referral, select it to be the default. This streamlines the process as you do not have to select a status when creating a referral.

    See Creating a default referral status.

Updated June 22, 2021

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